Jeff is a Partner based in the San Francisco office. He is responsible for providing expertise in tax planning and investment management to both affluent individuals and organizations. Providing well-researched, objective, and independent financial advice, Jeff strives to meet each client’s investment objectives under the parameters established by the client and with a focus on risk management and tax efficiency.
Before joining Cerity Partners, Jeff was a Principal at B|O|S where he analyzed international economic developments and financial markets for the firm. As a member of both the Investment Committee and Financial Planning Committee, he helped shape the firm’s approach to international investing, provided financial oversight related to budgeting and financial reporting, and monitored internal accounting policies. Prior to B|O|S, Jeff spent seven years with the U.S. State Department’s diplomatic corps, four of which he spent in Japan addressing international economic issues and supporting trade negotiations.
Jeff has been recognized multiple times by Barron’s as one of the top 100 independent financial advisors in America. He has also served as an investment market analyst and as a regular commentator for KTVU Channel 2’s morning news program in the San Francisco Bay Area.
Jeff earned his Bachelor of Arts in Political Science from Amherst College, where he was a member of the Phi Beta Kappa society. He holds the Certified Financial Planner (CFP®) designation. Jeff is a member of the Investment Committee for the College Preparatory School, a private high school in the San Francisco Bay Area. He previously served as Director and Program Chair for the Financial Planning Association in San Francisco and as a member of the Edgewood Center for Children and Families Board of Directors.
Get the latest insights and analysis from our investment team delivered right to your inbox.